Have you thought about how your family might treat each other when you’re gone?  It’s not a fun topic to consider, but a necessary one.  They may get along great now, but… Read More

Now that the holidays are behind us, we find ourselves entering a new season:  it’s the time of year for annual market and economic forecasts.  Economists, financial analysts, and investment managers alike… Read More

Both are highly trained and skilled. Both work within some form of established guidelines. For the investment manager it’s an investment policy. For the chef it’s a recipe. Both allow for creativity… Read More

The evolution of technology over the past decade is drastically changing the landscape for advice-centered businesses.  Just look at how Travelocity has displaced the experienced travel agent and Zillow is fast becoming… Read More

I have been with Legacy Trust now for just over two years and thought I would share some of what I have learned.  I have had a couple different roles since starting…. Read More

When it comes to wealth planning, it is easy for some of us to become consumed with the preservation and accumulation of assets, rates of return and cash flows.  We perceive the… Read More

It seems that I have had an unusually large number of conversations recently about how to choose a trustee for a trust.  Therefore, I felt this might be a good time to… Read More

During one of my recent trips to Starbucks, which admittedly is a frequent occurrence, I ordered my usual Grande Americano with just a small amount of room left for cream. The barista… Read More

Twice in the past several weeks I have encountered a tax planning opportunity that was missed by families caring for a parent with diminished mental ability or confronting other life changes. In… Read More

It seems like all we hear about today from the Wall Street Journal, Bloomberg, and other market media outlets is the attack on active management and the support for passive management (indexing)…. Read More